Ring Mountain Capital’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

Ring Mountain Capital’s Portfolio XLF Stock Details XLF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.44M	Sell	26,951 -1,037	-4%	-$53.9K	0.61%	31
2026 Q1	$1.38M	Sell	27,988 -1,083	-4%	-$56.4K	0.76%	29
2025 Q4	$1.58M	Sell	29,071 -879	-3%	-$46.8K	0.81%	28
2025 Q3	$1.61M	Buy	29,950 +11	+0%	+$583	0.89%	24
2025 Q2	$1.57M	Sell	29,939 -165	-0.5%	-$8.17K	0.96%	24
2025 Q1	$1.5M	Buy	30,104 +1,967	+7%	+$98.7K	1.13%	23
2024 Q4	$1.36M	Buy	+28,137	New	+$1.36M	0.91%	26

Other funds holding XLF

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Ring Mountain Capital's XLF Position: Q2 2026 in Review

Ring Mountain Capital reduced its State Street Financial Select Sector SPDR ETF (XLF) stake by 3.7% in Q2 2026, selling an estimated $53.9K and leaving 26,951 shares worth $1.44M. The position accounts for 0.61% of the portfolio, ranked #31.

Ring Mountain Capital first reported a position in XLF in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.61M in Q3 2025. 1,901 funds tracked by Wall St. Rank hold XLF as of Q2 2026.

Ring Mountain Capital held 26,951 shares of State Street Financial Select Sector SPDR ETF worth $1.44M as of Q2 2026.
Ring Mountain Capital sold 1,037 State Street Financial Select Sector SPDR ETF shares in Q2 2026, an estimated $53.9K.
State Street Financial Select Sector SPDR ETF made up 0.61% of Ring Mountain Capital's portfolio in Q2 2026, its #31 holding.
Ring Mountain Capital first reported a position in State Street Financial Select Sector SPDR ETF in Q4 2024 and has held it in 7 quarters since.
Ring Mountain Capital's State Street Financial Select Sector SPDR ETF position peaked at $1.61M in Q3 2025.
1,901 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q2 2026.

Based on Ring Mountain Capital's 13F filing for Q2 2026, filed 11 Aug 2026.